iShares S&P 500 Value Index shares owned by Berkshire Money Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Berkshire Money Management
from 13F filings
Historical chart of Berkshire Money Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Berkshire Money Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31M | 152k | 206.51 |
| 2025-06-30 | $30M | 152k | 195.43 |
| 2025-03-31 | $25M | 132k | 190.58 |
| 2024-12-31 | $39M | 207k | 190.88 |
| 2024-09-30 | $40M | 205k | 197.17 |
| 2024-06-30 | $37M | 203k | 182.01 |
| 2024-03-31 | $37M | 200k | 186.81 |
| 2023-12-31 | $34M | 196k | 173.89 |
| 2023-09-30 | $42M | 270k | 153.84 |
| 2023-06-30 | $38M | 235k | 161.19 |
| 2023-03-31 | $36M | 234k | 151.76 |
| 2022-12-31 | $30M | 204k | 145.07 |
| 2022-09-30 | $23M | 180k | 128.52 |
| 2022-06-30 | $7.0M | 51k | 137.45 |
| 2016-03-31 | $215k | 2.4k | 90.11 |
| 2015-12-31 | $211k | 2.4k | 88.54 |
| 2015-09-30 | $38M | 401k | 93.77 |
| 2015-06-30 | $38M | 413k | 92.21 |
| 2015-03-31 | $39M | 424k | 92.56 |
| 2014-12-31 | $39M | 417k | 93.77 |
| 2014-09-30 | $32M | 360k | 90.07 |
More positions owned by Berkshire Money Management
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